Institutional Ownership Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD). We have compiled data on the 741 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
90,135
shares
|
$8.54 Million
0.06% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
80,378
shares
|
$7.62 Million
0.12% of portfolio
|
Q2 2025
Added 36.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
80,269
shares
|
$7.6 Million
0.04% of portfolio
|
Q2 2025
Added 19.57%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
79,129
shares
|
$7.5 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
78,353
shares
|
$7.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
78,352
shares
|
$7.42 Million
0.02% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
77,395
shares
|
$7.33 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
72,693
shares
|
$6.89 Million
7.25% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
72,693
shares
|
$6.89 Million
0.01% of portfolio
|
Q3 2025
Added 32.43%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
72,604
shares
|
$6.88 Million
0.4% of portfolio
|
Q4 2023
Added 3.06%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
71,039
shares
|
$6.73 Million
0.21% of portfolio
|
Q3 2025
Added 16.23%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
68,610
shares
|
$6.5 Million
1.99% of portfolio
|
Q3 2025
Reduced 29.24%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
68,394
shares
|
$6.48 Million
0.08% of portfolio
|
Q2 2023
Added 31.57%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
66,764
shares
|
$6.33 Million
1.42% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
66,385
shares
|
$6.29 Million
0.68% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
66,343
shares
|
$6.29 Million
0.13% of portfolio
|
Q3 2025
Added 37.87%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
66,006
shares
|
$6.25 Million
0.56% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
65,373
shares
|
$6.19 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
64,916
shares
|
$6.15 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
64,464
shares
|
$6.11 Million
0.0% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
62,493
shares
|
$5.92 Million
0.33% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
62,323
shares
|
$5.9 Million
0.51% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
58,866
shares
|
$5.58 Million
0.47% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
57,969
shares
|
$5.49 Million
0.13% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
57,700
shares
|
$5.47 Million
2.14% of portfolio
|
Q4 2024
Added 5.64%
|